Fund Connect Client Service and Production Support Specialist, Officer

Who we are looking for

We are seeking a client-focused support specialist to provide client service and production support for the Fund Connect trading platform. The ideal candidate combines strong operational judgment, technical aptitude, attention to detail, and the ability to coordinate effectively across clients, business partners, and technology teams.

Why this role is important to us

The team is part of State Street Markets (SSM), State Street’s investment research and trading business. Institutional asset owners and managers rely on SSGM for research, trading, securities lending, and innovative portfolio strategies. By combining technology, market expertise, and connectivity across asset classes and global markets, SSGM helps clients enhance and preserve portfolio value.

Join us if you are ready to make an immediate impact in the capital markets industry while supporting a global, client-focused platform.

What you will be responsible for

As a Fund Connect Support Specialist, you will:

• Support the onboarding of new money market clients.
• Support onboarding and fund maintenance for Fund Connect’s ETF offering.
• Assist with onboarding new administrative operators.
• Coordinate data setup and maintenance with the Fund Connect development team.
• Investigate and resolve client inquiries and production issues.
• Review account balances for completeness and source updated data as needed.
• Build and maintain relationships with portal providers.
• Monitor data, trade, and file-transfer integrations and coordinate issue resolution.
• Provide platform training to operators.
• Participate in testing and training for new features.
• Assist portal operators with maintaining user acceptance testing (UAT) environments, including balance updates and fund information.
• Collect and track testing feedback and enhancement requests.
• Ensure adherence to operational procedures and develop new procedures as needed.
• Participate in periodic service-level agreement (SLA) reviews.
• Design and implement operational controls to mitigate risks associated with new business.
• Participate in the regional production-support schedule, including off-hours coverage as needed.
• Assist with developing and implementing process-monitoring tools, workflow-management tools, and client data-sharing workflows.
• Liaise with fund companies on trading, fund maintenance, and onboarding activities.
• Support direct and non-direct money market trading models for Fund Connect clients.
• Advance strategic initiatives established by GlobalLink and Global Markets.
• Manage holiday calendars and client notifications.
• Review fund information on the platform for completeness and accuracy.

 What we value

The following capabilities will help you succeed in this role:

• Strong attention to detail, with the ability to manage multiple priorities simultaneously.
• Ability to build and maintain effective relationships with internal and external stakeholders.
• Excellent interpersonal, communication, organizational, and problem-solving skills.
• Ability to prioritize competing demands and deliver high-quality work in a deadline-driven environment.

Education & Preferred Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field, or equivalent professional experience in financial services.
• Demonstrated client service experience.
• Strong technical aptitude and proficiency with a broad range of applications, including Microsoft Office, Grafana, Freshdesk, Microsoft Teams, and other virtual collaboration tools.
• Ability to understand and navigate a complex global organization.
• Comfort working in a remote environment, including participating in virtual training and providing and receiving feedback.
• Fluency in English is required; proficiency in additional languages (Japanese and/or Korean) is a plus.
• Five or more years of relevant financial services experience, including at least three years in operations or client service.
• Working knowledge of the financial services industry and related financial instruments.

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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